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45th Annual Estate Planning Update 2024

Product ID: CA3689W
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

An estate planning education

Only 32% of adults in the U.S. have a will or other estate planning documents, a 6% decline from 2023.1 That means a large majority of people have incomplete or nonexistent estate plans. Ensure your potential and current clients have an effective plan for carrying out their wishes with help from the 45th Annual Estate Planning Update. No matter your level of experience, you’ll find relevant strategies and techniques for working with clients who have a diverse array of needs.

Hear the latest developments in state and federal case law and legislation. Plus, experienced estate planning practitioners will share:

  • Tips for protecting assets from creditors
  • Practical pointers on modifying irrevocable trusts
  • How to structure representation of married clients
  • Strategies for using trust terminations
  • How to handle conflicts when representing closely held businesses or multiple generations
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Pricing

Member $279.00

Non-Member $359.00

Credits

7.5 CLE, 1 EPR

Date and Time

Friday, November 08, 20248:30 AM - 4:30 PM CT

Add to Calendar 11/8/2024 8:30:00 AM 11/8/2024 4:30:00 PM America/Chicago 45th Annual Estate Planning Update 2024

Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

An estate planning education

Only 32% of adults in the U.S. have a will or other estate planning documents, a 6% decline from 2023.1 That means a large majority of people have incomplete or nonexistent estate plans. Ensure your potential and current clients have an effective plan for carrying out their wishes with help from the 45th Annual Estate Planning Update. No matter your level of experience, you’ll find relevant strategies and techniques for working with clients who have a diverse array of needs.

Hear the latest developments in state and federal case law and legislation. Plus, experienced estate planning practitioners will share:

  • Tips for protecting assets from creditors
  • Practical pointers on modifying irrevocable trusts
  • How to structure representation of married clients
  • Strategies for using trust terminations
  • How to handle conflicts when representing closely held businesses or multiple generations
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Endorsed by the Real Property, Probate and Trust Law Section of the State Bar of Wisconsin

An estate planning education

Only 32% of adults in the U.S. have a will or other estate planning documents, a 6% decline from 2023.1 That means a large majority of people have incomplete or nonexistent estate plans. Ensure your potential and current clients have an effective plan for carrying out their wishes with help from the 45th Annual Estate Planning Update. No matter your level of experience, you’ll find relevant strategies and techniques for working with clients who have a diverse array of needs.

Hear the latest developments in state and federal case law and legislation. Plus, experienced estate planning practitioners will share:

  • Tips for protecting assets from creditors
  • Practical pointers on modifying irrevocable trusts
  • How to structure representation of married clients
  • Strategies for using trust terminations
  • How to handle conflicts when representing closely held businesses or multiple generations
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Program Chairs and Presenters

Melissa S. Kampmann
Ruder Ware, L.L.S.C.
Wausau

Randy S. Nelson
von Briesen & Roper, S.C.
Milwaukee

Presenters

Jamie B. Barwin
von Briesen & Roper, S.C.
Milwaukee

Kelly Dancy
Walny Legal Group LLC
Milwaukee

Joseph M. Higgins
Foley & Lardner LLP
Madison

Dayna J. Lefebvre
Becker, Hickey & Poster, S.C.
Milwaukee

Victor J. Schultz
Prairie Trust a Division of Waukesha State Bank
Oconomowoc

Peter J. Wyant
Wyant Law Offices, S.C.
Racine

8:30 a.m. Welcome and Introductions

8:35 a.m. Ethical Issues Confronting Trust & Estate Attorneys Before Their Clients Die

  • How to structure the representation of married clients.
  • Conflicts of interest in blended families.
  • Ethical concerns when planning for nursing home expenses.
  • Conflicts of interest for owners of closely held businesses.
  • Conflicts of interest when representing multiple generations of a family.

Dayna J. Lefebvre, Peter J. Wyant

9:25 a.m. Connelly v. United States

Randy S. Nelson

10:15 a.m. Break

10:30 a.m. Creditor Protection in Estate Planning

Melissa S. Kampmann

11:20 p.m. Unraveling Representation

  • Unpacking the Power of Representation: Key Concepts and Real-World Impact
  • Mastering Representation: Practical Strategies for Maximizing Impact
  • Navigating the Complexities: Apply Representation Statutes to Unique Scenarios

Jamie B. Barwin

12:10 p.m. Lunch

1:10 p.m. Trust Termination

Victor J. Schultz

2:00 p.m. Fixing a Broken Trust: Irrevocable Trust Modifications

  • Options for modifying irrevocable trusts under the Wisconsin Trust Code
  • Practical pointers and discussion of logistics for accomplishing such modifications
  • Discussion of when to use one mechanism over the other and traps to avoid

Kelly Dancy

2:50 p.m. Break

3:05 pm Recent Developments in Estate Planning

  • Federal case law
  • Federal legislation
  • Wisconsin case law
  • Wisconsin legislation

Joseph M. Higgins

4:30 p.m. Program Concludes

  • Delve into hot topics including modifying irrevocable trusts, credit protection, and more
  • Explore the implications of the Supreme Court’s decision in Connelly v. U.S.
  • Receive sample language and forms you can use in your estate planning practice
  • Review the nuts and bolts of trust terminations and how to use them
  • Analyze ethical issues confronting trust and estate lawyers before a client’s death
  • Estate planning and probate lawyers
  • Elder law practitioners
  • Attorneys advising small businesses
  • Family lawyers
  • Tax lawyers
  • General practitioners

Real Property, Probate and Trust Law Section Discount

Real Property, Probate and Trust Law Section members – save $50 on this seminar!*

*The $50 discount applies only to the in-person, live webcast, and webcast replay versions of this seminar – not to CLE OnDemand. RPPT members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount. The RPPT Section may discontinue this discount at any time.


Book Bonus!

Eckhardt’s Workbook for Wisconsin Estate Planners
Save 15% on the Eckhardt’s Workbook for Wisconsin Estate Planners.* This best seller is your source for mastering the increasingly complex subject of estate planning. Use discount code CA3689 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/25. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.

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